One Four Nine Group

We are very proud to announce that One Four Nine Portfolio Management has received an Expert Rated 5-star ranking from Defaqto. Defaqto is one of the UK’s most trusted sources of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions. Read more here: https://lnkd.in/ebUNPbUN   #ModelPortfolioService #DFM #DIM #MPS #ActiveInvestment #PassiveInvestment #IncomeInvesting #SustainableInvesting #ESGInvesting #IFA #FundManagement #Investment #Investing #financialplanning #assetallocation #lifetylefinancialplanning

A key factor for our clients at One Four Nine Portfolio Management is minimising loss during market turbulence. Our Chief Investment Officer Bevan Blair (Dr) spoke with Emma Wallis at Trustnet about his approach to preserving wealth during market corrections, highlighting the tactical use of funds with low downside capture ratios. ‘“If we do see a downturn, I want them to show their spots,” he said. “When markets struggle, that's when our managers really earn their fee. If you can protect in a downturn, you don't need to work as hard in the upturn to get back to par.” One example of a steady performer which Blair has held for years is the £6.4bn Stewart Investors Asia Pacific Leaders, helmed by FE fundinfo Alpha Manager David Gait and Sashi Reddy.’ Read the full article at the link below: #DFM #CIP #Investment #PortfolioManager #MPS

Amid market uncertainties, Our Chief Investment Officer Bevan Blair (Dr) draws valuable lessons from history, suggesting that future downturns may mirror 2018 more closely than 2022. Bevan’s perspective reflects the importance of examining defensive fund credentials and adapting strategies to shifting market dynamics.   Click on the link below to access the full article on Trustnet

The latest episode of our Portfolio Review podcast is now available. “We are in a rate-cutting environment, but the market has rolled back their expectations for cutting rates” Hosted by Rosie Claire Cook, CFA, Bevan Blair (Dr) takes us through his take on global markets and the change in expectations for cutting rates alongside an update on how One Four Nine Portfolio Management funds have performed. Listen to the latest episode here: https://lnkd.in/e9j_FpjS   #DFM #IFA #MarketOutlook #Investing #Inflation #Portfolios #ModelPortfolioService #DIM #MPS #FundManagement #Investment 

Investing is a formidable tool for pursuing financial goals and building wealth. Whether you aim to grow your wealth, generate income or achieve a balance of both, creating the right investment strategy is paramount to success. In an era where the financial landscape is evolving unprecedentedly due to economic, geopolitical and regulatory events, recognising the significance of investing in building wealth has become increasingly essential. Investing transcends the mere act of making money; it is a strategic approach to building wealth over time, securing your future and achieving long-term financial aspirations. Read our comprehensive guide to principles of building wealth here: https://lnkd.in/ew2ctZZf    #cashflowmodelling #investing #wealthcreation #activeinvestment #passiveinvestment #bonds #equities #investmenttrusts #isas #investment

Last night we hosted a fantastic client event in Plymouth. Clients heard from Gabrielle Beaumont, Stuart Harding, and Bevan Blair (Dr) on One Four Nine, the markets and the announcements from last month’s Autumn Statement. Supported by our local financial planning team of Grant Lymer DipPFS, Joy Griffin and Mike Rosevear, it was a great occasion for everyone.

One Four Nine Portfolio Management’s performance continues to be exceptional as you can see from our infographic that looked at data over 1 and 3 years up to 30 September 2024 on the Morningstar MPS Database. We are showing great consistency and strong performance. In addition, you can read more about our recent 5-star expert-rated ranking from Defaqto here: https://lnkd.in/e99qajwj And here is an article about our Chief Investment Officer, Bevan Blair (Dr), being recognised by Citywire Wealth Manager as one of the UK’s top 100 wealth managers for 2024: https://lnkd.in/ea8k4t_5   If you would like to find out more about One Four Nine Portfolio Management, take a look here: https://lnkd.in/d4zNn3ad   #ModelPortfolioService #DFM #DIM #MPS #ActiveInvestment #PassiveInvestment #IncomeInvesting #SustainableInvesting #ESGInvesting #IFA #FundManagement #Investment #Investing #financialplanning #assetallocation #lifetylefinancialplanning

Our Chief Investment Officer, Bevan Blair (Dr), has been recognised by Citywire Wealth Manager as one of the UK’s top 100 wealth managers for 2024!   In their latest study, Citywire unveils the first 25 names among the UK’s top fund selectors, highlighting those who are shaping the future of wealth management. We're thrilled to see Bevan’s expertise and dedication acknowledged among the industry's best. To check out the full list on Citywire Wealth Manager, follow the link below. #CitywireTop100 #WealthManagement #FundSelectors #InvestmentLeadership #OneFourNine

We are delighted to welcome Nottingham-based Castlegate Capital on board, marking our tenth acquisition as we embark upon the next phase of One Four Nine Group’s growth journey. We spoke to Lois V. at Money Marketing about the news:   One Four Nine Group, chief executive Gabrielle Beaumont said: “This is an exciting time of growth for One Four Nine Group. “Investing heavily in the last 12 months in people, integration and client proposition across our regional locations has put us in a strong position to continue to attract some of the best firms in the market as part of our continued acquisition strategy.” She said the Castlegate team was a “natural fit” for One Four Nine Group and shares its vision of building an “energetic, forward-thinking” financial planning business with a “clear focus on delivering excellent lifetime financial planning to clients”. Read the full article below.   #OneFourNineGroup #IFA #FinancialPlanning #Nottingham #Midlands #Growth

Earlier this month Bevan Blair (Dr), Chief Investment Officer at One Four Nine Portfolio Management, caught up with Damian Fantato from FT Adviser to discuss his approach to portfolio management.   Bevan also highlighted the importance of proactive engagement with companies to drive positive change, particularly in relation to the CCLA Investment Management Better World Global Equity Fund.   To read the full piece, click on the link below.    #SustainableInvesting #PortfolioManagement #OneFourNineGroup #Investment #WealthManagement #DFM #MPS